Can I limit my employees' view of our own account?


Here at Receipt Bank we take privacy and security very seriously.

Not only for your clients but also our Partners who we encourage to use Receipt Bank internally.

In terms of your own practice’s account there are three levels of authorisation:

  • Basic User: Allows employee to simply submit items to the account
  • Expense Approver: Has the ability to submit items, create expense reports, publish items etc... but cannot change the account settings or supplier rules.
  • Admin User: These users have full rights over account settings, supplier rules etc..

You can change the user's authorization by following these steps:

1. Login to your Receipt Bank account and go to the 'Account Settings' menu.

2.Click the 'Maintain Users' tab.

3. For the relevant user, click ‘Manage’ button on the right hand side of the screen and go to ‘Edit User Privileges’.

4. Change user’s Role using the drop down menu. Here you can also turn ON/OFF the ability to publish items or create expense reports.

5. Click ‘Save’ and you’re new settings are in place.
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